Home » Author Archive

Image for Valeo Financial Advisors LLC Cuts Stock Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Valeo Financial Advisors LLC Cuts Stock Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Valeo Financial Advisors LLC lowered its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 2.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for General Dynamics Co. (NYSE:GD) Stock Position Raised by Valeo Financial Advisors LLC

General Dynamics Co. (NYSE:GD) Stock Position Raised by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lifted its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Bushido Capital US Equity ETF (NASDAQ:SMRI) Short Interest Up 205,814.0% in March

Bushido Capital US Equity ETF (NASDAQ:SMRI) Short Interest Up 205,814.0% in March

Bushido Capital US Equity ETF (NASDAQ:SMRI – Get Free Report) saw a large growth in short interest in the month of March. As of March 31st, there was short interest totalling 19,150,000 shares, a growth of 205,814.0% from the... More of this article »
Image for China Life Insurance Company Limited (OTCMKTS:CILJF) Short Interest Update

China Life Insurance Company Limited (OTCMKTS:CILJF) Short Interest Update

China Life Insurance Company Limited (OTCMKTS:CILJF – Get Free Report) saw a large increase in short interest in March. As of March 31st, there was short interest totalling 28,636,500 shares, an increase of 941.3% from the March... More of this article »
Image for Corus Entertainment (TSE:CJR.B) Stock Price Down 17.5%

Corus Entertainment (TSE:CJR.B) Stock Price Down 17.5%

Corus Entertainment Inc. (TSE:CJR.B – Get Free Report)’s share price dropped 17.5% on Friday . The stock traded as low as C$0.66 and last traded at C$0.66. Approximately 579,890 shares changed hands during trading, an increase... More of this article »
Image for Adams Natural Resources Fund (NYSE:PEO) Hits New 1-Year High at $24.25

Adams Natural Resources Fund (NYSE:PEO) Hits New 1-Year High at $24.25

Adams Natural Resources Fund, Inc. (NYSE:PEO – Get Free Report) hit a new 52-week high during mid-day trading on Friday . The stock traded as high as $24.25 and last traded at $24.19, with a volume of 5418 shares trading hands.... More of this article »
Image for 63,116 Shares in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) Acquired by Priebe Wealth Holdings LLC

63,116 Shares in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) Acquired by Priebe Wealth Holdings LLC

Priebe Wealth Holdings LLC bought a new position in shares of SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Image for Priebe Wealth Holdings LLC Makes New $591,000 Investment in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Priebe Wealth Holdings LLC Makes New $591,000 Investment in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Priebe Wealth Holdings LLC purchased a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 7,875 shares... More of this article »
Image for Priebe Wealth Holdings LLC Purchases New Shares in SPDR Portfolio TIPS ETF (NYSEARCA:SPIP)

Priebe Wealth Holdings LLC Purchases New Shares in SPDR Portfolio TIPS ETF (NYSEARCA:SPIP)

Priebe Wealth Holdings LLC purchased a new stake in shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Eagle Capital Management LLC Acquires New Position in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH)

Eagle Capital Management LLC Acquires New Position in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH)

Eagle Capital Management LLC acquired a new stake in shares of Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Priebe Wealth Holdings LLC Makes New $669,000 Investment in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Priebe Wealth Holdings LLC Makes New $669,000 Investment in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Priebe Wealth Holdings LLC bought a new position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Franklin Parlapiano Turner & Welch LLC Acquires Shares of 3,930 iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Franklin Parlapiano Turner & Welch LLC Acquires Shares of 3,930 iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Franklin Parlapiano Turner & Welch LLC acquired a new stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Image for Radio Caca Hits Self Reported Market Cap of $109.11 Million (RACA)

Radio Caca Hits Self Reported Market Cap of $109.11 Million (RACA)

Radio Caca (RACA) traded 4% lower against the dollar during the one day period ending at 10:00 AM ET on April 12th. Over the last seven days, Radio Caca has traded down 3.8% against the dollar. One Radio Caca token can currently be... More of this article »
Image for CKW Financial Group Buys Shares of 384 Vanguard Large-Cap ETF (NYSEARCA:VV)

CKW Financial Group Buys Shares of 384 Vanguard Large-Cap ETF (NYSEARCA:VV)

CKW Financial Group bought a new stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 384 shares of the company’s... More of this article »
Image for Harbor Investment Advisory LLC Raises Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Harbor Investment Advisory LLC Raises Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Harbor Investment Advisory LLC increased its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 46.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Harbor Investment Advisory LLC Reduces Position in Shopify Inc. (NYSE:SHOP)

Harbor Investment Advisory LLC Reduces Position in Shopify Inc. (NYSE:SHOP)

Harbor Investment Advisory LLC lessened its stake in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 5.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Dundee Precious Metals (TSE:DPM) Reaches New 1-Year High at $10.79

Dundee Precious Metals (TSE:DPM) Reaches New 1-Year High at $10.79

Dundee Precious Metals Inc. (TSE:DPM – Get Free Report)’s share price hit a new 52-week high during trading on Friday . The stock traded as high as C$10.79 and last traded at C$10.73, with a volume of 103182 shares trading... More of this article »
Image for NIO (NYSE:NIO) Sets New 1-Year Low at $4.16

NIO (NYSE:NIO) Sets New 1-Year Low at $4.16

Nio Inc – (NYSE:NIO – Get Free Report) reached a new 52-week low during mid-day trading on Friday . The company traded as low as $4.16 and last traded at $4.17, with a volume of 16021955 shares changing hands. The stock... More of this article »
Image for Ziff Davis (NASDAQ:ZD) Sets New 1-Year Low at $53.33

Ziff Davis (NASDAQ:ZD) Sets New 1-Year Low at $53.33

Ziff Davis, Inc. (NASDAQ:ZD – Get Free Report) hit a new 52-week low during trading on Friday . The company traded as low as $53.33 and last traded at $53.39, with a volume of 6335 shares trading hands. The stock had previously... More of this article »
Image for Zoetis (NYSE:ZTS) Hits New 52-Week Low at $148.71

Zoetis (NYSE:ZTS) Hits New 52-Week Low at $148.71

Zoetis Inc. (NYSE:ZTS – Get Free Report)’s stock price reached a new 52-week low during trading on Friday . The stock traded as low as $148.71 and last traded at $150.54, with a volume of 2011411 shares changing hands.... More of this article »
Image for Harbor Investment Advisory LLC Decreases Stake in Simon Property Group, Inc. (NYSE:SPG)

Harbor Investment Advisory LLC Decreases Stake in Simon Property Group, Inc. (NYSE:SPG)

Harbor Investment Advisory LLC reduced its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 19.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Cedrus LLC Buys 1,286 Shares of U.S. Bancorp (NYSE:USB)

Cedrus LLC Buys 1,286 Shares of U.S. Bancorp (NYSE:USB)

Cedrus LLC boosted its stake in U.S. Bancorp (NYSE:USB – Free Report) by 15.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Sandy Spring Bank Buys 48,478 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Sandy Spring Bank Buys 48,478 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Sandy Spring Bank raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 819.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 54,393 shares... More of this article »
Image for Sandy Spring Bank Buys 1,086 Shares of SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY)

Sandy Spring Bank Buys 1,086 Shares of SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY)

Sandy Spring Bank increased its stake in SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY – Free Report) by 1.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 99,583 shares... More of this article »
Image for O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by Mutual of America Capital Management LLC

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC reduced its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 6.3% in the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Mutual of America Capital Management LLC Acquires 30,354 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

Mutual of America Capital Management LLC Acquires 30,354 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

Mutual of America Capital Management LLC grew its holdings in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 85.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Mutual of America Capital Management LLC Acquires 165,382 Shares of Northern Oil and Gas, Inc. (NYSE:NOG)

Mutual of America Capital Management LLC Acquires 165,382 Shares of Northern Oil and Gas, Inc. (NYSE:NOG)

Mutual of America Capital Management LLC increased its holdings in shares of Northern Oil and Gas, Inc. (NYSE:NOG – Free Report) by 69.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm... More of this article »
Image for Analyzing First Bank (NASDAQ:FRBA) & Independent Bank Group (NASDAQ:IBTX)

Analyzing First Bank (NASDAQ:FRBA) & Independent Bank Group (NASDAQ:IBTX)

First Bank (NASDAQ:FRBA – Get Free Report) and Independent Bank Group (NASDAQ:IBTX – Get Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on... More of this article »
Image for Short Interest in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT) Decreases By 99.1%

Short Interest in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT) Decreases By 99.1%

Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Get Free Report) was the recipient of a large decline in short interest in the month of March. As of March 31st, there was short interest totalling 41,900 shares, a decline... More of this article »
Image for Mutual of America Capital Management LLC Cuts Holdings in Netflix, Inc. (NASDAQ:NFLX)

Mutual of America Capital Management LLC Cuts Holdings in Netflix, Inc. (NASDAQ:NFLX)

Mutual of America Capital Management LLC lowered its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for CKW Financial Group Sells 157 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

CKW Financial Group Sells 157 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

CKW Financial Group lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 49.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Financial Counselors Inc. Purchases 179 Shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Financial Counselors Inc. Purchases 179 Shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Financial Counselors Inc. raised its stake in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Bay Harbor Wealth Management LLC Buys 1,389 Shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Bay Harbor Wealth Management LLC Buys 1,389 Shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Bay Harbor Wealth Management LLC boosted its stake in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Cerity Partners LLC Has $77.06 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Cerity Partners LLC Has $77.06 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Cerity Partners LLC boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 17.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Cantor Fitzgerald Reiterates Overweight Rating for Polestar Automotive Holding UK (NASDAQ:PSNY)

Cantor Fitzgerald Reiterates Overweight Rating for Polestar Automotive Holding UK (NASDAQ:PSNY)

Polestar Automotive Holding UK (NASDAQ:PSNY – Get Free Report)‘s stock had its “overweight” rating reissued by Cantor Fitzgerald in a research report issued to clients and investors on Friday, Benzinga reports.... More of this article »
Image for VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) Short Interest Up 233.3% in March

VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) Short Interest Up 233.3% in March

VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Get Free Report) was the recipient of a large increase in short interest in March. As of March 31st, there was short interest totalling 1,450,000 shares, an increase of... More of this article »
Image for Signature Estate & Investment Advisors LLC Sells 215 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Signature Estate & Investment Advisors LLC Sells 215 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Signature Estate & Investment Advisors LLC lowered its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Harbor Investment Advisory LLC Sells 40 Shares of VanEck Oil Services ETF (NYSEARCA:OIH)

Harbor Investment Advisory LLC Sells 40 Shares of VanEck Oil Services ETF (NYSEARCA:OIH)

Harbor Investment Advisory LLC cut its stake in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) by 5.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Harbor Investment Advisory LLC Sells 140 Shares of Snowflake Inc. (NYSE:SNOW)

Harbor Investment Advisory LLC Sells 140 Shares of Snowflake Inc. (NYSE:SNOW)

Harbor Investment Advisory LLC lowered its stake in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Aaron Wealth Advisors LLC Invests $206,000 in Palo Alto Networks, Inc. (NASDAQ:PANW)

Aaron Wealth Advisors LLC Invests $206,000 in Palo Alto Networks, Inc. (NASDAQ:PANW)

Aaron Wealth Advisors LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Kingdee International Software Group (OTCMKTS:KGDEY) Trading Up 4.9%

Kingdee International Software Group (OTCMKTS:KGDEY) Trading Up 4.9%

Shares of Kingdee International Software Group Company Limited (OTCMKTS:KGDEY – Get Free Report) were up 4.9% during mid-day trading on Wednesday . The stock traded as high as $112.81 and last traded at $112.81. Approximately... More of this article »
Image for Asset Entities Inc. (NASDAQ:ASST) Short Interest Up 716.6% in March

Asset Entities Inc. (NASDAQ:ASST) Short Interest Up 716.6% in March

Asset Entities Inc. (NASDAQ:ASST – Get Free Report) was the recipient of a significant growth in short interest in March. As of March 31st, there was short interest totalling 191,900 shares, a growth of 716.6% from the March... More of this article »
Image for Yara International ASA (OTCMKTS:YARIY) Hits New 12-Month Low at $15.40

Yara International ASA (OTCMKTS:YARIY) Hits New 12-Month Low at $15.40

Yara International ASA (OTCMKTS:YARIY – Get Free Report)’s stock price reached a new 52-week low during trading on Wednesday . The stock traded as low as $15.40 and last traded at $15.48, with a volume of 37233 shares traded.... More of this article »
Image for Short Interest in Tsuruha Holdings Inc. (OTCMKTS:TSUSF) Increases By 369.6%

Short Interest in Tsuruha Holdings Inc. (OTCMKTS:TSUSF) Increases By 369.6%

Tsuruha Holdings Inc. (OTCMKTS:TSUSF – Get Free Report) saw a large growth in short interest in March. As of March 31st, there was short interest totalling 26,300 shares, a growth of 369.6% from the March 15th total of 5,600... More of this article »
Image for Geneos Wealth Management Inc. Raises Stock Position in Cloudflare, Inc. (NYSE:NET)

Geneos Wealth Management Inc. Raises Stock Position in Cloudflare, Inc. (NYSE:NET)

Geneos Wealth Management Inc. grew its stake in shares of Cloudflare, Inc. (NYSE:NET – Free Report) by 3.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 11,874 shares of the company’s stock after acquiring... More of this article »
Image for Philip Morris International Inc. (NYSE:PM) Shares Sold by Geneos Wealth Management Inc.

Philip Morris International Inc. (NYSE:PM) Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. lessened its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 16.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,960 shares of... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by Hemington Wealth Management

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Hemington Wealth Management

Hemington Wealth Management decreased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 9.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for 151,581 Shares in Alphabet Inc. (NASDAQ:GOOG) Acquired by Harbour Trust & Investment Management Co

151,581 Shares in Alphabet Inc. (NASDAQ:GOOG) Acquired by Harbour Trust & Investment Management Co

Harbour Trust & Investment Management Co purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, HoldingsChannel reports. The fund purchased 151,581 shares of the information... More of this article »
Image for Linde plc (NASDAQ:LIN) Position Increased by Cerity Partners LLC

Linde plc (NASDAQ:LIN) Position Increased by Cerity Partners LLC

Cerity Partners LLC raised its holdings in shares of Linde plc (NASDAQ:LIN – Free Report) by 50.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 105,542 shares... More of this article »
Image for Cerity Partners LLC Grows Stake in New Mountain Finance Co. (NASDAQ:NMFC)

Cerity Partners LLC Grows Stake in New Mountain Finance Co. (NASDAQ:NMFC)

Cerity Partners LLC grew its holdings in New Mountain Finance Co. (NASDAQ:NMFC – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »